APHMX Mutual Fund

APHMX Mutual Fund

NAV$44.27
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Returns Overview

1 Month
+5.56%
3 Months
+2.62%
6 Months
+5.46%
YTD
+5.96%
1 Year
+9.14%
3 Years (annualized)
+12.63%
5 Years (annualized)
+0.72%
10 Years (annualized)
+11.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APHMX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
+5.96%
Peer Avg (YTD)
+9.89%
vs Peers
-3.93%

APHMX Mutual Fund Performance

APHMX performance across multiple time periods: 1-month 5.56%, YTD 5.96%, 1-year 9.14%, 3-year 12.63%, 5-year 0.72%, 10-year 11.43%.

APHMX returns trail the peer average of 9.89% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

APHMX vs another fund shows side-by-side returns. APHMX alternatives are available in the Mutual Fund Screener.